Web Dashboard

Partners

• Everlance for Caviar
• Help With DoorDash Promo (iPhone)
• Everlance for TaskRabbit
• Everlance for Doordash
• Everlance for Favor
• Everlance for Shipt

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Integrations

• Everlance Integrations to other Platforms!

Account

• Can I edit the name of a Purpose?
• Moving Your Apple Subscription to Everlance Web Dashboard From Your PC
• GDPR Compliance
• Merge Your Accounts
• Data Security
• Turn Off Push and Email Notifications

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Mileage Tracking

• How do I change the vehicle on a trip?
• How can I change my mileage rate?
• How Can I Switch Vehicles On My Profile?
• How Can I Add My Starting Odometer
• Delete A Vehicle
• Un-Merge Trips

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Getting Started

• Import Trips and Transactions History
• Quick Trip Editing (Notes, Vehicles, Maps)
• Everlance for Web
• Add a Purpose

Mileage & Expense Reports

• Empty Data Reports
• Send a Report to Your Accountant
• Advanced Data Reports (Premium)
• What Will the Data Report Look Like?
• How can I view my mileage and expense reports?

Everlance for Tax Pros

• How do I Invite Clients as a Tax Pro?
• How does Everlance help my clients?
• How does Everlance help Tax Pros?
• How to become an Everlance Tax Pro
• What is Everlance for Tax Pros?
• Getting Started with Everlance for Tax Pros

Transactions

• How to Set Up Rules for Favorite Transactions
• How to Set Up Automatic Transactions
• View Receipts
• Search / Filter / Delete and Classify Multiple Transactions
• Edit a Transaction
• Classify a Transaction

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